Track your targets. Manage your contacts. Complete the deal.
ClosingBench CRM comes with all feature and tools that are required to manage your private investments effectively.
ClosingBench lets you store all your contacts and accounts in one place everyone in your team can access at any time. Keep a history of your deals and opportunities.
Move beyond Excel, PowerPoint and static business reporting with powerful and interactive dashboards.
ClosingBench comes with a powerful inbuilt calendar for you to manage your tasks, appointments and schedule meetings.
View all your investments in one place, available to your entire team. Add tasks & follow-up reminders for each of your portfolio companies to help you nurture it until exit.
Integrate your Outlook and Gmail account with ease and never miss any communication in your team.
Track all deals in your company from start to finish with ClosingBench's powerful features. Take control of what's happening with accurate forecasts.